NetWorth Services Revenue
Financial Services • 
Phoenix, Arizona, United States • 11-20 Employees
NetWorth Services revenue & valuation
| Annual revenue | $10,200,000 |
| Revenue per employee | $509,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $32,600,000 |
| Total funding | No funding |
Key Contact at NetWorth Services
Marisa Diaz
Senior Vice President of Business Development and Strategy
Company overview
| Headquarters | 1661 East Camelback Road, Suite 200, Phoenix, AZ 85016, US |
| Phone number | +16022226380 |
| Websites | |
| NAICS | 52 |
| Keywords | Portfolio Management, Educational Content, 1099-B And Schedule D, 8949 Verifier, Accurate Cost Basis Analysis, Active User Community, Cloud Base, Cost Basis Reporting, Financial Blogs And Articles, Online Investing Tools, Up-To-Date Financial News And Information |
| Founded | 1997 |
| Employees | 11-20 |
| Socials |
NetWorth Services Email Formats
NetWorth Services uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@networthservices.com), used 44.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@networthservices.com | 44.4% |
{last name} | doe@networthservices.com | 44.4% |
{first initial}{last name} | jdoe@networthservices.com | 11.1% |
About NetWorth Services
Determining accurate cost basis has traditionally been a frustrating challenge for investors, tax professionals, advisors and institutions alike. Trying to identify and account for corporate actions that affect cost basis can take hours, days or even longer, depending on the complexity surrounding a security and the length of the holding period. Fortunately, there’s an easier solution – NetBasis. NetBasis provides accurate adjusted cost basis information in seconds. Drawing on a securities database extending back as far as 1925, it instantly accounts for historical pricing changes caused by stock splits, corporate mergers, dividend reinvestments and other events. With the enactment of strict new reporting regulations, cost basis accuracy has never been more important. Whether you’re looking to prepare Schedule D forms, calculate adjusted cost basis for 1099 reporting, determine the adjusted cost basis of inherited or gifted securities, or verify capital gains taxes, you’ll appreciate the precision – and efficiency – of NetBasis. It’s the same technology the IRS used to audit capital gains returns for its 2005 Tax Gap Report.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
NetWorth Services has 12 employees across 5 departments.
Departments
Number of employees
Funding Data
NetWorth Services has never raised funding before.
NetWorth Services Tech Stack
Discover the technologies and tools that power NetWorth Services's digital infrastructure, from frameworks to analytics platforms.
Static site generator
Tag managers
JavaScript libraries
Reverse proxies
JavaScript libraries
JavaScript libraries
Security
Font scripts
Appointment scheduling
JavaScript libraries
Analytics
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